Setting up an invoice to be paid later

Usually when you issue an invoice via email it’s paid immediately via EFT. However, if you have a client that wants to receive an emailed invoice and who will then mail a check for payment (such as a corporate client or school group), you can set the invoice up to be paid at a later date.

You can set a customer up for manual billing from several different places in Rock Gym Pro by double clicking on the customer’s name. This will bring up the View and Edit Customer window.

Select the EFT/Billing tab.

Under Advanced Options, check the Manual Billing box.

Click OK to save.

Once you get the check, here is how to process the payment:

Find the customer in either the Data Entry or POS window and click the Invoice & Payments button.

Click the New Payment button.

A pop up window will list the account balance and any open invoices and credits. Uncheck anything you wish to not include in the payment. Click OK.

In the Payment Method window finish the transaction as normal. Click OK to finish the transaction.

The transaction will now appear in the Payment tab. Click Close to finish.